Lateral Intake Coordinator

Holland & Knight; Seattle (WA); On-site; USD 51,000 - 76,000; Full time

Benefits offered by this job

Bonus opportunities

Excellent benefits package

Job summary

Holland & Knight in Seattle/Portland is seeking a Lateral Intake Coordinator to support onboarding of lateral partners. You will open client files, draft engagement letters, and coordinate with conflicts, data governance, and practice teams to ensure smooth handoffs and timely setup of portable matters.

You'll manage data intake, track progress, and maintain client statuses across Integration Plans, collaborating with multiple internal groups to keep the intake process moving efficiently and

Qualifications

• Bachelor’s degree. 3+ years of experience in a similar role, preferably within a law firm or professional services environment.
• Strong understanding of client intake processes and data management.

Responsibilities

• Inputs key data into Intapp Intake’s request form to open clients and matters for Lateral Attorneys.
• Prepares draft engagement letters for incoming lateral partners by taking the portable matters chart provided by the Lateral Conflicts team.
• Reviews drafts with the lateral partner once they have started.
• Follows-up with lateral partner on missing data to ensure that clients get opened expeditiously.
• Assists with data intake and interfaces with Information Governance for data movement to appropriate workspaces.

Skills

Communication

Multitasking

Education

Bachelor’s degree

Job description

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success. This position may be filled in our Seattle or Portland office. General Description: We are seeking a Lateral Intake Coordinator to join our team. The Lateral Intake Coordinator will be responsible for assisting lateral partners with efficiently opening their portable work. This role collaborates with the Lateral Partner and across the firm to ensure that an incoming lateral partner's clients are cleared, opened, and data is organized correctly. The Lateral Intake Coordinator supports lateral partners during their onboarding process and subsequently works with the partner's assigned Practice Assistant to provide ongoing support once the partner's clients are set up.

Key Responsibilities and Essential Job Functions

Inputs key data into Intapp Intake’s request form to open clients and matters for Lateral Attorneys. Understands key areas where data may get stuck and helps problem solve. Continues to push forward the process. Prepares draft engagement letters for incoming lateral partners by taking the portable matters chart provided by the Lateral Conflicts team. Reviews the drafts with the lateral partner once they have started. Follows-up with lateral partner on missing data to ensure that clients get opened expeditiously. Assists with data intake, helping to ensure various workflow steps are advancing, including, ensuring matter-opening process is followed and interfacing with Information Governance team for data movement to appropriate workspaces/access. Follows-up with various groups, as necessary. Updates client statuses in Integration Plans while opening clients, sending out engagement letters, etc. Ensures a smooth hand-off to assigned Practice Assistant for ongoing support after portable clients have been successfully opened at HK. Interfaces and communicates regularly with lateral partner, the Conflicts Team, the Business Intake team, the Client Contracts team, the Lateral Conflicts team, the Information Governance team and the Lateral Integration team. Tracks, analyzes and provides status updates related to opening new clients/matters and getting data set up. Special project and duties as assigned.

Required Skills

Ability to work well under pressure and manage multiple tasks simultaneously. Excellent communication and interpersonal skills.

Required Qualifications & Education

Bachelor’s degree. 3+ years of experience in a similar role, preferably within a law firm or professional services environment. Strong understanding of client intake processes and data management.

Physical Requirements

Ability to sit or stand for extended periods of time. Moderate or advanced keyboard usage.

Salary and Location

This position may be filled in Washington. The base salary range for this position is $36.80 - $55.20/hr. An individual's actual compensation will depend on the individual's qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package. This position may be filled in Washington. The pay range(s) for this position are listed below. These ranges may not be applicable to other locations. An individual's actual compensation will depend on the individual's qualifications and experience. In addition to the base compensation, Holland & Knight provides bonus opportunities and an exceptional benefits package.

Washington

$36.80 - $55.20 per hour

Benefits

• comprehensive medical (PPO and HDHPs)
• dental and vision plans including coverage for domestic partners
• life and AD&D insurance
• short and long term disability insurance
• tax-advantaged accounts for health care expenses, including FSAs and HSAs
• FSAs for dependent care
• health advocacy services
• behavioral health and counseling resources for all family members
• 401(k)
• profit sharing
• backup dependent care
• senior care planning support
• resources for individuals with development disabilities and their caregivers
• paid holidays and other paid time off, including paid leave for new parents

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law. Applicants who are interested in applying for a position and require an accommodation during the process should contact [e-mail]. Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.

Holland & Knight is proud of having built one of the largest, most respected law firms in the world today. Holland & Knight has been advising clients for more than 130 years and has approximately 2,200 lawyers across the U.S. and in five international offices. Holland & Knight services clients globally. Known for our extraordinary legal service to clients, our culture of excellence, and our commitment to the communities in which we work, we are a firm of people who truly believe in what we do. We invite you to experience what Holland & Knight has to offer. It takes more than lawyers to build a great law firm and, as a result, the firm employs more than 1,700 business professionals. Business professionals play a pivotal role in the firm by planning and implementing strategic initiatives to enhance the firm’s capabilities and drive growth. The firm employs business professionals in many different areas, including technology innovation, pricing, business development, finance, talent acquisition, marketing, information governance, cybersecurity, information technology, talent development, compliance, office administration, communications, and project management, just to name a few. Additionally, the firm employs many paralegals and practice assistants who directly support our lawyers and clients. Together, these roles form the infrastructure that allows our lawyers to focus on providing exceptional client service.